privCAST Series

Podcast test here: Audience: private equity groups, alternative asset managers, institutional investors, funds of funds, investment banks, family offices, private investors, advisories, corporate executives

Tune in with visions and strategies shaping private markets

Over the years, the Club Series has become a meeting point for leading private equity groups, institutional funds, family offices, top-tier asset management and advisory firms who come together to share perspectives, know-how and investment opportunities in a collaborative setting through virtual and live events.

Real Estate

Content here

Content at a glance

Session 01 | Keynote: U.S. Real Estate Market and Investment Outlook

Spencer Levy, Chairman of Americas Research and Senior Economic Advisor at CBRE leads a vibrant conversation with Sonny Kalsi, CEO of BentallGreenOak and Carlyle Group’s Sarah Schwarzschild, Managing Director and Co-Head of Metropolitan Real Estate and Global Head of Secondaries, exploring the wider effects of the pandemic on U.S. (and global) primary and secondary real estate markets. The panelists examine evolving strategies across core and emerging institutional asset types, identify megatrends shaping the real estate landscape and investment decision-making. A broad spectrum of topics is covered, including but not limited to macro, capital markets, the lending environment, risk, distressed assets, ESG, how investors interpret data as well as opportunities within and outside the U.S.

Session 02 | Fireside Chat with Jon Love, CM, Founder & CEO, KingSett Capital

In this special fireside chat session, Laetitia Pacaud, COO & CFO at Epic Investment Services interviews Jon Love, CM, Founder & Chief Executive Officer of KingSett Capital, a leading Canadian private equity real estate investment firm with $15.4 billion of assets under management. An icon of the Canadian real estate industry, Jon Love reflects on the profound impact of the pandemic on real estate markets in Canada, covering major property asset classes, and explains how the crises has shaped his leadership strategy. The conversation focuses on fundamental changes spurred by the pandemic, how investors adjust their portfolio strategies and underwrite assets, as well as on capital flows, valuations and asset pricing discrepancies creating risks and opportunities for investors. Concluding, Jon Love reflects on emerging investment opportunities in Canada and shares words of wisdom for aspiring real estate professionals.

Session 03 | Investment Strategies

Jim Clayton, Professor and Timothy R. Price Chair, Brookfield Centre in Real Estate & Infrastructure at York University is joined by two leading real estate executives, Paul Finkbeiner of Great-West LIFECO (overseeing a global real estate platform totaling $28 billion in AUM) and Jaime McKenna of Fengate Asset Management (responsible for the firm’s real estate business totaling $8 billion). The panelists discuss forces and factors shaping fund strategies in post/COVID environment, assess the impact of the pandemic on capital sources, allocation models, and share insights into deal structuring and portfolio risk management. Diversification, adaptability and the ability to transfer know-how across sectors are key to confronting uncertainties on the market. The speakers evaluate risks and opportunities for major asset classes, and remind the audience that understanding behavioural patterns, nature of tenant businesses and connecting the dots with macro are vital for prudent investment decision-making over the long-term.

Session 04 | Multi-Family Residential

A panel of senior executives from leading North American real estate investment funds with long-standing expertise in multi-family share their views on Canadian and US residential markets in a post/COVID environment, explain their response to the crises and evaluate growth prospects for an asset class that performed notably well during the pandemic. Collection and occupancy levels remained high – stability owing to swift stimulus packages on both sides of the border mitigating the effects of recessionary pressures. Inexpensive debt combined with asset class resiliency will drive investor demand, with strong capital flows to the sector expected over the coming years. Speakers also highlight the disparity between public and private markets providing the rationale for eventual correction. Reflecting on construction pipeline, supply of materials will likely result in stretched-out timelines; construction, however, will push forward. The panel also explores transaction volumes, cap rates, tenant turnover and offers projections for future growth and sources thereof.

Session 05 | Retail Real Estate

COVID-19 has accelerated trends happening in retail – one asset class most affected during the pandemic. Views and questions are many, and not everything is doom and gloom. A panel of senior executives/‘retail veterans’ share their thoughts on the fundamental changes retail is undergoing in North America, and what owners and retailers are doing to weather the storm. Although the pandemic has cemented the role of e-commerce, there will always be a place for bricks-and-mortar retailing. How can business marry physical and digital experiences to enhance and optimize customer experience? What creative ideas are there for retailers and owners to encourage more business? What will the malls of the future look like (think frictionless environment, last-mile distribution)? What land development opportunities are there for landlords? Tune in to hear from the experts.

Session 06 | Office & Industrial

Stefan Teague of Cushman & Wakefield engages Jonathan Pearce of Ivanhoé Cambridge (a global real estate leader with C$64 billion in AUM) and Jonathan Olynick of Manulife Investment Management (with 63 million square feet of space in 26 cities worldwide) over issues top of mind for investors in office and industrial sectors. Speakers assess the level of activity across their portfolios during the pandemic, outlining tenant relationship strategies, rent collection as well as flexibility with leasing terms aligning market realities with tenant needs. The panel delves into fundamentals to assess COVID-19 impact on vacancy and rent growth levels. Speakers dissect demographic/socio-economic trends and their implications for office demand (CBD vs suburban markets), footprint, on-site amenities. Switching to industrial, the experts examine the bull run for this asset class, identify challenges and approaches to scaling, and confirm growing appetite for supply-chain critical assets. The speakers also reflect on their acquisition strategies and assess investment opportunities in North America.

Session 07 | U.S. Student Housing

Student housing investment activity has been on the rise with significant amounts of institutional capital flowing into the asset class. We have invited top-tier U.S. investors to share insights into their strategies during the pandemic, to explain how the crises affected their portfolios and the markets, and what steps investors are taking to soften the impact of recession. The panelists reflect on the fundamentals, key industry trends and temporary shifts challenging the “recession resilient” reputation of the asset class as they reveal nuances and data pointing to sustained strong performance of the sector. Are we in a buyer’s market? How has COVID-19 impacted development and national supply pipeline? What changes and opportunities should investors anticipate with the new administration and as mass vaccination gets underway? Where will demand for student housing come from, and how are equity investors viewing the asset class?

Session 08 | Canadian Real Estate

Terri Troy of Placemore Capital leads a candid conversation with sector specialists covering major real estate asset classes: industrial, office, retail and residential. The panel offers a holistic view of the Canadian real estate market since the onset of the pandemic, assesses the investment climate and – using specific deal and portfolio examples – illustrates how GPs/LPs coped with the “surprises” of COVID-19. How did investors manage their pipeline and transaction activities? How was rent collection affected, what measures were taken to mitigate risk of revenue loss, and what portfolio adjustments or “Covid discounts” were essential? Speakers analyze their approaches to valuation, underwriting and use of leverage, discuss acquisitions and evaluate cap rates across property types and markets (gateway vs suburban markets). Concluding, the panelists explore GP-LP relations, fundraising as well as changes in LP due diligence.

Session 09 | Healthcare Real Estate

Characterized by creditworthy tenants with predictable needs, expensive capital projects and long-term investment horizons, healthcare real estate remains an attractive sector with a relatively stable market drawing investor interest and institutional capital. To assess the state of healthcare real estate, we have convened industry veterans from New York, Dallas, and Atlanta to share their expert views and experiences spanning investments, capital markets, operations, construction nationally. Moderated by Jay Johnson, Managing Director and National Practice Leader, JLL Healthcare, the panel – joined by Darryl E. Freling Co-Founder and Managing Principal, MedProperties Realty Advisors, LLC. and Philip J. Camp, Managing Director, Hammond Hanlon Camp LLC. – kicks off with an overview of the sector, its distinct [recession-resistant] attributes, performance vis-à-vis other real estate asset classes, untangling some of the complexities underpinning healthcare delivery business models and their implications for investment activity. The discussion focuses on demand drivers, subsectors in healthcare real estate, investment competition, deals, property operations, occupancy rates, rents, tenant profiles, the increasing role of technology (e.g. telehealth) as well as Covid-19 impact and overall investment outlook.

Session 10 | Capital Raising Strategies for Real Estate Funds

The unprecedented global health crisis has made investors more cautious about real estate strategies. The demand shock that has grappled international property markets has also forced investors/fund managers to swiftly assess and adjust their portfolios. How does the pandemic differ from GFC, and what does a risk management toolkit look like today? What considerations underly allocation decisions, and how inflation and interest rates are impacting portfolio building? To better understand investor sentiments and the overall capital raising environment, an all-star (all-women!) panel from leading U.S./global organizations provide both LP and GP perspectives on how the pandemic impacted investment themes, capital deployment, liquidity, providing context and rationale for their unique positions on e.g. new vs mature managers, separate account investing vs funds, public vs private markets. Speakers also reflect on assets competing with real estate for capital, persistent strong valuations in property markets, and where investors find the appetite for real estate.

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